United Capital Finanical Partners, Inc

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United Capital Finanical Partners, Inc Employees

Employee
Years
Job
Industry
Shantel Cloud Shantel Cloud Dallas/Fort Worth Area Details
Shantel Cloud's United Capital Finanical Partners, Inc Experience July 2009 - February 2011
Job Client Service Administrator at Clintsman Financial Planning
Industry Financial Services
Experience
Clintsman Financial Planning  October 2013 - Present
Atlas Wealth Advisors   March 2011 - September 2013
The PFE Group   June 2010 - February 2011
United Capital Finanical Partners, Inc   July 2009 - February 2011

Skills
Investments, Securities, Financial Advisory, Retirement Planning, Strategic Financial..., Wealth Management, Asset Management, Retirement, Portfolio Management, Estate Planning, Asset Allocation, Series 7, Mutual Funds, FINRA, Investment Advisory, Investment Strategies, Financial Planners, Series 63, Investment Management, Alternative Investments, 401k, Financial Planning

Education
Texas Tech University   2008 — 2010
M.S., Personal Financial Planning

Texas Tech University   2004 — 2008
B.A., Mathematics & Statistics

David Novi David Novi Dallas/Fort Worth Area Details
David Novi's United Capital Finanical Partners, Inc Experience September 2007 - July 2009
Job Manager of Regional Capital and Analysis at American Airlines
Industry Airlines/Aviation
Experience
American Airlines  March 2014 - Present
US Airways  October 2013 - March 2014
US Airways  February 2012 - October 2013
US Airways  March 2011 - February 2012
US Airways  May 2010 - July 2010
United Capital Finanical Partners, Inc   September 2007 - July 2009
LPL Financial  June 2006 - September 2007
Pulte Homes  May 2005 - August 2005

Skills
Financial Analysis, Financial Planning, Financial Modeling, Corporate Finance, Project Finance, Financial Forecasting, Budgeting, Budget Analysis, Budget Management, Budget Development, Capital Budgeting, Forecasting, Revenue Forecasting, Variance Analysis, Strategic Planning, Strategy Development, Strategic Thinking, Strategic Analysis, Investor Relations, Investor Presentations, Monte Carlo Simulation, Staff Training, Relationship Development, Capital Projects, Operating Budgets, Operating Agreements, Excel, Word, PowerPoint, Hyperion, Essbase, General Ledger, Oracle Discoverer, Presentation Development, Presenter, Group Presentations, Capital Markets, Airlines, Airports, Aircraft, Air Freight, Labor Contract..., Mergers, Negotiation, Microsoft Excel, Budgets

Education
Vanderbilt University - Owen Graduate School of Management   2009 — 2011
MBA, Finance, Strategy

San Diego State University-California State University   2002 — 2006
BS, Finance

Anne Cox Anne Cox Las Vegas, Nevada Area Details
Anne Cox's United Capital Finanical Partners, Inc Experience September 2009 - September 2010
Job
Industry Hospitality
Experience
Caesars Entertainment Corporation  March 2014 - Present
Caesars Entertainment Corporation  September 2012 - March 2014
Caesars Entertainment  September 2010 - September 2012
United Capital Finanical Partners, Inc   September 2009 - September 2010
Financial Solutions Inc.   March 2008 - March 2009
Wells Fargo  September 2006 - March 2008
Fidelity Investments  June 2004 - September 2006
MassMutual  May 2001 - August 2003

Skills
Strategic Financial..., Financial Analysis, Risk Management, Budgets, Analysis, Accounting, Finance, Retirement Planning, Valuation, Financial Modeling, Strategic Planning, Business Development, Process Improvement, Forecasting, Asset Managment, Portfolio Management, Cash Flow, Retirement, Financial Reporting, Insurance, 401k

Education
Colorado State University   2011 — 2014
Master of Business Administration (MBA)

American Institute of Holistic Theology   2009 — 2010
Master of Science, Holistic Heath

University of Nevada-Las Vegas   2005 — 2005
Executive Certificate in Financial Planning

Aquinas College   1999 — 2001
Bachelor of Science, Business Administration

Jeanne Keshishian, CLU Jeanne Keshishian, CLU Greater Detroit Area Details
Jeanne Keshishian, CLU's United Capital Finanical Partners, Inc Experience December 2010 - December 2012
Job Actively managing your insurance portfolio, at any stage in your life, with better tax implications
Industry Insurance
Experience
Concorde Insurance Agency   January 2013 - Present
United Capital Finanical Partners, Inc   December 2010 - December 2012
Life Made Easy   April 2010 - December 2010
Minnesota Life  September 2008 - April 2010
The Hartford  December 2002 - September 2008
Four Seasons Financial Group Inc.  1997 - 1999

Skills
Insurance, Retirement Planning, Estate Planning, Change Management, Annuities, New Business Development, Group Insurance, Fixed Annuities, Investments, Disability Insurance, Risk Management, Portfolio Management, Financial Services, Financial Advisory, Life Insurance, Mutual Funds, Financial Planners

Education
Eastern Michigan University   1976 — 1982
BA, International Business

Ecole superieure de commerce de paris

David Hallman David Hallman Orange County, California Area Details
David Hallman's United Capital Finanical Partners, Inc Experience February 2006 - December 2012
Job Senior Vice President Wealth Services at United Capital Financial Partners, Inc
Industry Financial Services
Experience
United Capital Financial Partners, Inc  January 2013 - Present
United Capital Finanical Partners, Inc   February 2006 - December 2012

Skills
Wealth Management, Investment Advisory, Asset Allocation, Strategic Planning, Portfolio Management, Mutual Funds, Investments, Strategic Financial..., Salesforce.com, Alternative Investments, Retirement Planning, Asset Management, Investment Management, Investment Strategies, Series 63

Education
The University of Texas at Austin   1981 — 1983
MBA

Jill Elizabeth Law Jill Elizabeth Law San Francisco, California Details
Jill Elizabeth Law's United Capital Finanical Partners, Inc Experience May 2006 - March 2009
Job Associate Planner at Stitch Fix
Industry Apparel & Fashion
Experience
Stitch Fix  June 2015 - Present
Stitch Fix  May 2013 - June 2015
Tempus Group Corporation   August 2011 - May 2013
Carve Designs  September 2010 - July 2011
Quiksilver  May 2010 - August 2010
United Capital Finanical Partners, Inc   May 2006 - March 2009
Portellus  September 2005 - March 2006
Gap Inc.  September 1997 - September 2005

Skills
Merchandising, Teamwork, Leadership, Apparel, Fashion, Customer Service, Sales, Retail, Social Media, Trend Analysis

Education
California State University-Long Beach
BA, Family and Consumer Sciences - Fashion Merchandising

B. Lane Carrick B. Lane Carrick Mobile, Alabama Details
B. Lane Carrick's United Capital Finanical Partners, Inc Experience November 2010 - March 2011
Job President
Industry Consumer Services
Experience
Highbank Capital Partners, LLC   September 2014 - Present
Carrick Financial Consulting, LLC   September 2013 - September 2014
United Capital Financial Partners, Inc  May 2012 - June 2012
Dixon Gallery & Gardens  2007 - 2012
Triumph Bancshares, Inc. and Triumph Bank   June 2006 - August 2011
United Capital Finanical Partners, Inc   November 2010 - March 2011
Methodist Healthcare Foundation   2010 - 2011
Sovereign Wealth Management, Inc.   June 1998 - November 2010
Investment Counsel & Trust Company   January 1991 - May 1998
Leadership Memphis  1995 - 1996

Education
Boston University   2006 — 2008
Master of Science, Banking and Financial Services

The College for Financial Planning   1989 — 1990
Certified Financial Planner(tm), Financial Planning and Services

The University of Memphis   1976 — 1980
Bachelor of Professional Studies, Investments and Investor Psychology

Memphis University School   1972 — 1976

University of Memphis
Ph.D., Business Administration, Economics

Sarah Deviney Sarah Deviney Miami/Fort Lauderdale Area Details
Sarah Deviney's United Capital Finanical Partners, Inc Experience July 2007 - Present
Job Wealth Adviser at United Capital Financial Advisors
Industry Financial Services
Experience
United Capital Finanical Partners, Inc   July 2007 - Present
SEI Investments  January 2006 - July 2007
SEI Investments  August 2003 - December 2006

Education
Bucknell University   1999 — 2003

Mark Ciucci Mark Ciucci Greater Detroit Area Details
Mark Ciucci's United Capital Finanical Partners, Inc Experience 2004 - Present
Job SVP Advice at United Capital Financial Advisers
Industry Financial Services
Experience
United Capital Financial Advisers  January 2005 - Present
United Capital Finanical Partners, Inc   2004 - Present
Wealthcare Capital Management  2011 - 2012
Ameriprise Financial (Formerly American Express Financial Advisors)   1997 - 2004
Bommarito, Ciucci & Associates - American Express Financial Advisors   1997 - 2004
American Express Financial Advisors  1982 - 2002

Education
Monterey Peninsula College   1973 — 1977

David Yen David Yen Greater Los Angeles Area Details
David Yen's United Capital Finanical Partners, Inc Experience June 2007 - August 2007
Job Executive Director, Strategic Planning & Operations at Lionsgate
Industry Entertainment
Experience
Lionsgate  July 2015 - Present
Lionsgate  April 2015 - June 2015
Lionsgate  April 2014 - March 2015
Lionsgate  December 2011 - April 2014
Lionsgate  September 2011 - December 2011
Lionsgate  September 2010 - September 2011
Lionsgate  January 2010 - September 2010
Disney Consumer Products  July 2009 - January 2010
University of California, Irvine  September 2007 - June 2009
United Capital Finanical Partners, Inc   June 2007 - August 2007

Skills
Analysis, Data Analysis, Finance, Financial Modeling, Time Management, Microsoft Excel

Education
University of California, Irvine   2005 — 2009
BA, Quantitative Economics

Elsa Moscoso Elsa Moscoso Miami/Fort Lauderdale Area Details
Elsa Moscoso's United Capital Finanical Partners, Inc Experience November 2007 - Present
Job Client Services Manager at United Capital Finanical Partners, Inc
Industry Financial Services
Experience
United Capital Finanical Partners, Inc   November 2007 - Present
GREC Conversions   February 2004 - April 2006
Merrifield Real Estate   April 2000 - December 2003

Skills
Administrative..., Mutual Funds, Investments, Securities, Insurance, Microsoft Excel, Microsoft Word, Microsoft Office, Salesforce.com, Office Management, Travel Planning, Calendaring, Series 7, Wealth Management

Education
City University of New York-John Jay College of Criminal Justice